Tata Motors Limited has informed the Exchange about Investor Presentation

Tata Motors filed its Q1 FY26 investor presentation showing consolidated revenue of ₹104,400 crore, down 2.5% year-on-year, with EBITDA margin falling sharply to 9.2% from 14.0% and EBIT margin dropping to 4.3% from 8.0%. JLR was the biggest drag, with EBIT margin collapsing to 4.0% (from 8.9%) and free cash flow turning to a £758 million outflow, primarily due to US tariffs of 27.5%; management maintained FY26 EBIT guidance at 5-7%, citing easing tariffs under new UK-US and EU-US trade deals (10% and 15% respectively). The commercial vehicle business held up well, with EBITDA margin at 12.2% and EBIT margin improving to 9.7% (+80 bps), while passenger vehicles swung to a small loss (EBIT margin -2.8%) on weak demand and transition costs. Key strategic updates include the €3.8 billion IVECO acquisition (tender offer at €14.1/share) expected to close by April 2026, and the CV demerger with effective date set for October 1, 2025. JLR's Moody's rating was upgraded to Ba1 (Positive) and a 7-year £1 billion UKEF-backed loan facility was signed.